Real Estate Tax Saving Agent program

Bring cost segregation to the people you already serve.

Real estate agents, brokers, CPAs, enrolled agents, loan officers, title professionals, closing attorneys, inspectors and investors already sit across the table from property owners who are leaving depreciation on the floor. The program gives you a way to hand them a real study, built by us, under your name.

Apply to the program

Six things we say plainly, before you apply

  1. 1There is one agent avenue. Accepted agents receive a certificate, an agent account and every program benefit, with nothing to unlock and no fee to join.
  2. 2We publish no compensation schedule. Any compensation arrangement is made individually after acceptance, is never automatic, and depends on your own professional rules and your state law, which we confirm with you directly.
  3. 3We require a client disclosure on every compensated referral, and we generate it for you.
  4. 4We pay no fee for referring or receiving any settlement service, and participation is never conditioned on sending or receiving mortgage, title or closing business.
  5. 5A study is never required as a condition of any transaction and is never paid at closing.
  6. 6Agents are independent contractors, not employees or agents of SmartCostSeg, and we do not provide legal, tax or licensing advice.

Who the program is for

You already have the relationship. We add the study, the review and the delivery.

Real estate agents and brokers

Every closing on an income property is a chance to show a client what the building can do for their taxes in year one. You stay the trusted voice after the keys change hands.

CPAs and enrolled agents

Offer a flat fee study to the clients who ask about depreciation every spring, keep the engagement on your side, and receive a deliverable your firm can put straight to work.

Loan officers

Borrowers who understand their first year cash flow make better decisions. Introduce the study after the loan closes, never as a condition of it.

Title companies and closing attorneys

Give the buyer something useful in the weeks after closing. The study is never on the settlement statement and never a condition of any service you provide.

Inspectors

You have already walked the property. A cost segregation study turns the components you documented into a depreciation schedule the owner can use.

Investors and syndicators

Run studies for your own portfolio and for the partners and clients you bring in, with one place to submit, review and deliver.

How it works

  1. 1

    Apply

    Tell us about your practice, your license and the states you serve, then sign the Agent Agreement electronically. It takes a few minutes and costs nothing.

  2. 2

    Meet

    We review your application and send you a link to pick a short meeting from our calendar. We walk through the program and answer your questions.

  3. 3

    Receive your certificate and your code

    Accepted agents receive a certificate from us, an agent number, a seven digit access code and a sign in link by email. The code opens the Agent Interface.

  4. 4

    Build studies for your clients

    Start a study for a client, upload their documents and follow the same guided process our clients use. Your client sees the study in their own dashboard.

  5. 5

    Submit for review

    Every study goes to our team before it is delivered. You see the review status live in your interface, with a clear note when something needs a change.

  6. 6

    Deliver

    When the review is complete you deliver the study to your client through the same delivery process we use. The client pays and views the final study in their dashboard.

One avenue. Everything, from the first day.

There are no levels to climb and nothing to unlock. You are accepted, or you are not yet.

What we hand you

A certificate and an account

  • A certificate from us, issued on acceptance, that says you completed our interview and carry our guidelines.
  • An agent number, a seven digit access code and the Agent Interface.
  • Full attribution on every study you bring, visible to you and to our team.
  • Program materials and a person to call. Joining costs nothing.

What you can build

Any study, anywhere

  • Any qualifying property in the United States, across all five services.
  • Start it, gather the documents, submit it. We build it, review it and stand behind it.
  • Your clients pay the same published price every client pays.
  • No cap on how many you bring, and no territory that belongs to somebody else.

To be plain about money: joining the program is free, your clients always pay the same published price, and we do not publish a compensation schedule. Any compensation arrangement is made individually with you after you are accepted, and whether one is available at all depends on your profession and your state, which we confirm with you directly. Nothing here is automatic and nothing here is a promise of income.

Questions agents ask us

Is there a fee to join?

No. There is no fee to apply, no fee to join and no minimum volume. Your clients pay SmartCostSeg for the studies they order, on the same published pricing every client sees.

What do I get when I am accepted?

A certificate from us, an agent number and a seven digit access code that opens the Agent Interface. One account, every program benefit, from the first day. There is nothing else to unlock and nothing else to buy.

What can I build in the interface?

Any cost segregation study, on any qualifying property, anywhere in the United States, across all five services, subject to our guidelines and our review. You start the study, gather the documents and submit it. We build it, review it and stand behind it.

Will I be paid for referrals?

We do not publish a compensation schedule and nothing is automatic. Any arrangement is made individually with you after you are accepted, and whether one is available at all depends on your profession and your state, which we confirm with you directly. Attribution on every study you bring is recorded either way.

Do you send business back to me?

No, and we will never agree to. Participation is never conditioned on sending or receiving mortgage, title, escrow, closing or listing business, and we pay nothing for a settlement service referral in either direction. This rule is written into the agreement.

Can a study be part of a closing?

No. A study is never a condition of any loan, closing, listing or title service, it never appears on a Closing Disclosure or settlement statement, and it is invoiced only after the transaction has closed.

What does my client see?

Your client has their own SmartCostSeg dashboard. They see the study you started for them, the agreement, the quote, and the Pay and View step when the study is ready. Where a compensation arrangement exists, they also receive a written disclosure of your connection to SmartCostSeg before the referral, which we generate for you.

Who does the technical work?

We do. The Agent Interface collects the property facts and documents. Our engine and our team build the study, review it and stand behind it. You never classify an asset or defend a number.

Am I an employee or a representative of SmartCostSeg?

No. Agents are independent contractors. You cannot bind SmartCostSeg, and we do not provide legal, tax or licensing advice to you or to your clients. Your own professional rules always come first.

Educational information only, not legal, tax or licensing advice. Your own professional rules and state law always come first.

Ready to bring cost segregation to your clients?

The application takes about ten minutes. You will read and sign the Agent Agreement and the Compensation Addendum as part of it, and you will hear from a person on our team, not a form letter.

Start my application

Already accepted? Enter your agent code